QuickBooks - NoClick

The QuickBooks node adds QuickBooks operations to your workflows. Add it on the canvas or ask the AI builder for it by name, then pick an operation and fill in its fields. QuickBooks also includes 119 trigger operations (marked in the tables below) that can start a workflow when something happens in QuickBooks.

You can wire the QuickBooks node into an AI agent as a tool provider: the agent calls the operations you allow. See Agent tools.

Credentials

Connect QuickBooks under Credentials in the node settings. See Connecting credentials for the general flow. Sign in with your QuickBooks account when prompted; no keys to copy. Get your credentials here. NoClick requests the following permissions:

com.intuit.quickbooks.accounting
openid
profile
email

Operations

Account

Operation	ID	Trigger
On Account Created	`on_account_create`	Yes
On Account Deleted	`on_account_delete`	Yes
On Account Merged	`on_account_merge`	Yes
On Account Updated	`on_account_update`	Yes

Advanced

Operation	ID	Description	Trigger
Batch Operations	`batch`	Bundle up to 30 operations into one request.
Custom Accounting REST Request	`execute_custom_accounting_rest_request`	Execute any QuickBooks Online Accounting REST request.

Bill

Operation	ID	Trigger
On Bill Created	`on_bill_create`	Yes
On Bill Deleted	`on_bill_delete`	Yes
On Bill Updated	`on_bill_update`	Yes
On Bill Voided	`on_bill_void`	Yes

Bill payment

Operation	ID	Trigger
On Bill Payment Created	`on_billpayment_create`	Yes
On Bill Payment Deleted	`on_billpayment_delete`	Yes
On Bill Payment Updated	`on_billpayment_update`	Yes
On Bill Payment Voided	`on_billpayment_void`	Yes

Bills

Operation	ID	Description
Create Bill	`create_bill`	Create an accounts-payable bill.
Delete Bill	`delete_bill`	Delete a bill (requires Id + SyncToken).
Read Bill	`read_bill`	Fetch a single bill by Id.
Update Bill	`update_bill`	Sparse-update a bill (requires Id + SyncToken).

Budget

Operation	ID	Trigger
On Budget Created	`on_budget_create`	Yes
On Budget Deleted	`on_budget_delete`	Yes
On Budget Updated	`on_budget_update`	Yes

Class

Operation	ID	Trigger
On Class Created	`on_class_create`	Yes
On Class Deleted	`on_class_delete`	Yes
On Class Merged	`on_class_merge`	Yes
On Class Updated	`on_class_update`	Yes

Company

Operation	ID	Description	Trigger
Get Company Info	`get_company_info`	Read the connected company’s profile.

Credit memo

Operation	ID	Trigger
On Credit Memo Created	`on_creditmemo_create`	Yes
On Credit Memo Deleted	`on_creditmemo_delete`	Yes
On Credit Memo Updated	`on_creditmemo_update`	Yes
On Credit Memo Voided	`on_creditmemo_void`	Yes

Currency

Operation	ID	Trigger
On Currency Created	`on_currency_create`	Yes
On Currency Deleted	`on_currency_delete`	Yes
On Currency Updated	`on_currency_update`	Yes

Customer

Operation	ID	Trigger
On Customer Created	`on_customer_create`	Yes
On Customer Deleted	`on_customer_delete`	Yes
On Customer Merged	`on_customer_merge`	Yes
On Customer Updated	`on_customer_update`	Yes

Customers

Operation	ID	Description
Create Customer	`create_customer`	Create a customer/contact record.
Read Customer	`read_customer`	Fetch a single customer by Id.
Update Customer	`update_customer`	Sparse-update a customer (requires Id + SyncToken).

Department

Operation	ID	Trigger
On Department Created	`on_department_create`	Yes
On Department Deleted	`on_department_delete`	Yes
On Department Merged	`on_department_merge`	Yes
On Department Updated	`on_department_update`	Yes

Deposit

Operation	ID	Trigger
On Deposit Created	`on_deposit_create`	Yes
On Deposit Deleted	`on_deposit_delete`	Yes
On Deposit Updated	`on_deposit_update`	Yes
On Deposit Voided	`on_deposit_void`	Yes

Employee

Operation	ID	Trigger
On Employee Created	`on_employee_create`	Yes
On Employee Deleted	`on_employee_delete`	Yes
On Employee Merged	`on_employee_merge`	Yes
On Employee Updated	`on_employee_update`	Yes

Estimate

Operation	ID	Trigger
On Estimate Created	`on_estimate_create`	Yes
On Estimate Deleted	`on_estimate_delete`	Yes
On Estimate Emailed	`on_estimate_emailed`	Yes
On Estimate Updated	`on_estimate_update`	Yes
On Estimate Voided	`on_estimate_void`	Yes

Expenses

Operation	ID	Description
Create Journal Entry	`create_journal_entry`	Post a manual double-entry journal entry.
Create Purchase	`create_purchase`	Record an expense / cash / credit-card purchase.
Create Purchase Order	`create_purchase_order`	Create a purchase order to a vendor.

Invoice

Operation	ID	Trigger
On Invoice Created	`on_invoice_create`	Yes
On Invoice Deleted	`on_invoice_delete`	Yes
On Invoice Emailed	`on_invoice_emailed`	Yes
On Invoice Updated	`on_invoice_update`	Yes
On Invoice Voided	`on_invoice_void`	Yes

Invoices

Operation	ID	Description
Create Invoice	`create_invoice`	Create a sales invoice.
Delete Invoice	`delete_invoice`	Delete an invoice (requires Id + SyncToken).
Get Invoice PDF	`get_invoice_pdf`	Download an invoice as a PDF.
Read Invoice	`read_invoice`	Fetch a single invoice by Id.
Send Invoice	`send_invoice`	Email an invoice PDF to the customer.
Update Invoice	`update_invoice`	Sparse-update an existing invoice (requires Id + SyncToken).

Item

Operation	ID	Trigger
On Item Created	`on_item_create`	Yes
On Item Deleted	`on_item_delete`	Yes
On Item Merged	`on_item_merge`	Yes
On Item Updated	`on_item_update`	Yes

Journal code

Operation	ID	Trigger
On Journal Code Created	`on_journalcode_create`	Yes
On Journal Code Deleted	`on_journalcode_delete`	Yes
On Journal Code Updated	`on_journalcode_update`	Yes

Journal entry

Operation	ID	Trigger
On Journal Entry Created	`on_journalentry_create`	Yes
On Journal Entry Deleted	`on_journalentry_delete`	Yes
On Journal Entry Updated	`on_journalentry_update`	Yes
On Journal Entry Voided	`on_journalentry_void`	Yes

Lists

Operation	ID	Description
Create Account	`create_account`	Create a chart-of-accounts entry.
Create Item	`create_item`	Create a product/service item.
Read Account	`read_account`	Fetch a single ledger account by Id.
Read Item	`read_item`	Fetch a single item by Id.
Update Account	`update_account`	Sparse-update a ledger account (requires Id + SyncToken).
Update Item	`update_item`	Sparse-update an item (requires Id + SyncToken).

Payment

Operation	ID	Trigger
On Payment Created	`on_payment_create`	Yes
On Payment Deleted	`on_payment_delete`	Yes
On Payment Updated	`on_payment_update`	Yes
On Payment Voided	`on_payment_void`	Yes

Payment method

Operation	ID	Trigger
On Payment Method Created	`on_paymentmethod_create`	Yes
On Payment Method Deleted	`on_paymentmethod_delete`	Yes
On Payment Method Merged	`on_paymentmethod_merge`	Yes
On Payment Method Updated	`on_paymentmethod_update`	Yes

Payments

Operation	ID	Description
Create Bill Payment	`create_bill_payment`	Record a payment made to a vendor against bills.
Create Payment	`create_payment`	Record a customer payment and link it to invoices.
Read Payment	`read_payment`	Fetch a single received payment by Id.
Update Payment	`update_payment`	Sparse-update a received payment (requires Id + SyncToken).

Payroll employee

Operation	ID	Trigger
On Payroll Employee Created	`on_payrollemployee_create`	Yes
On Payroll Employee Deleted	`on_payrollemployee_delete`	Yes
On Payroll Employee Updated	`on_payrollemployee_update`	Yes

Payslips

Operation	ID	Trigger
On Payslips Created	`on_payslips_create`	Yes
On Payslips Deleted	`on_payslips_delete`	Yes
On Payslips Updated	`on_payslips_update`	Yes

Preferences

Operation	ID	Trigger
On Preferences Created	`on_preferences_create`	Yes
On Preferences Deleted	`on_preferences_delete`	Yes
On Preferences Updated	`on_preferences_update`	Yes

Purchase

Operation	ID	Trigger
On Purchase Created	`on_purchase_create`	Yes
On Purchase Deleted	`on_purchase_delete`	Yes
On Purchase Updated	`on_purchase_update`	Yes
On Purchase Voided	`on_purchase_void`	Yes

Purchase order

Operation	ID	Trigger
On Purchase Order Created	`on_purchaseorder_create`	Yes
On Purchase Order Deleted	`on_purchaseorder_delete`	Yes
On Purchase Order Updated	`on_purchaseorder_update`	Yes
On Purchase Order Voided	`on_purchaseorder_void`	Yes

Query

Operation	ID	Description	Trigger
Run Query	`run_query`	Run a SQL-like query against any entity (the primary list/search path).

Refund receipt

Operation	ID	Trigger
On Refund Receipt Created	`on_refundreceipt_create`	Yes
On Refund Receipt Deleted	`on_refundreceipt_delete`	Yes
On Refund Receipt Updated	`on_refundreceipt_update`	Yes
On Refund Receipt Voided	`on_refundreceipt_void`	Yes

Reports

Operation	ID	Description	Trigger
Get Report	`get_report`	Run a financial report.

Sales

Operation	ID	Description
Create Credit Memo	`create_credit_memo`	Create a customer credit memo.
Create Estimate	`create_estimate`	Create a quote/estimate.
Create Sales Receipt	`create_sales_receipt`	Record a paid-at-time-of-sale transaction.

Sales receipt

Operation	ID	Trigger
On Sales Receipt Created	`on_salesreceipt_create`	Yes
On Sales Receipt Deleted	`on_salesreceipt_delete`	Yes
On Sales Receipt Updated	`on_salesreceipt_update`	Yes
On Sales Receipt Voided	`on_salesreceipt_void`	Yes

Tax agency

Operation	ID	Trigger
On Tax Agency Created	`on_taxagency_create`	Yes
On Tax Agency Deleted	`on_taxagency_delete`	Yes
On Tax Agency Merged	`on_taxagency_merge`	Yes
On Tax Agency Updated	`on_taxagency_update`	Yes

Term

Operation	ID	Trigger
On Term Created	`on_term_create`	Yes
On Term Deleted	`on_term_delete`	Yes
On Term Merged	`on_term_merge`	Yes
On Term Updated	`on_term_update`	Yes

Time activity

Operation	ID	Trigger
On Time Activity Created	`on_timeactivity_create`	Yes
On Time Activity Deleted	`on_timeactivity_delete`	Yes
On Time Activity Updated	`on_timeactivity_update`	Yes

Transfer

Operation	ID	Trigger
On Transfer Created	`on_transfer_create`	Yes
On Transfer Deleted	`on_transfer_delete`	Yes
On Transfer Updated	`on_transfer_update`	Yes
On Transfer Voided	`on_transfer_void`	Yes

Vendor

Operation	ID	Trigger
On Vendor Created	`on_vendor_create`	Yes
On Vendor Deleted	`on_vendor_delete`	Yes
On Vendor Merged	`on_vendor_merge`	Yes
On Vendor Updated	`on_vendor_update`	Yes

Vendor credit

Operation	ID	Trigger
On Vendor Credit Created	`on_vendorcredit_create`	Yes
On Vendor Credit Deleted	`on_vendorcredit_delete`	Yes
On Vendor Credit Updated	`on_vendorcredit_update`	Yes
On Vendor Credit Voided	`on_vendorcredit_void`	Yes

Vendors

Operation	ID	Description
Create Vendor	`create_vendor`	Create a vendor/supplier record.
Read Vendor	`read_vendor`	Fetch a single vendor by Id.
Update Vendor	`update_vendor`	Sparse-update a vendor (requires Id + SyncToken).

​Credentials

​Operations

​Account

​Advanced

​Bill

​Bill payment

​Bills

​Budget

​Class

​Company

​Credit memo

​Currency

​Customer

​Customers

​Department

​Deposit

​Employee

​Estimate

​Expenses

​Invoice

​Invoices

​Item

​Journal code

​Journal entry

​Lists

​Payment

​Payment method

​Payments

​Payroll employee

​Payslips

​Preferences

​Purchase

​Purchase order

​Query

​Refund receipt

​Reports

​Sales

​Sales receipt

​Tax agency

​Term

​Time activity

​Transfer

​Vendor

​Vendor credit

​Vendors

Credentials

Operations

Account

Advanced

Bill

Bill payment

Bills

Budget

Class

Company

Credit memo

Currency

Customer

Customers

Department

Deposit

Employee

Estimate

Expenses

Invoice

Invoices

Item

Journal code

Journal entry

Lists

Payment

Payment method

Payments

Payroll employee

Payslips

Preferences

Purchase

Purchase order

Query

Refund receipt

Reports

Sales

Sales receipt

Tax agency

Term

Time activity

Transfer

Vendor

Vendor credit

Vendors